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How can you improve your Dynamics 365 CRM productivity? In the end it all comes down to how quickly and effortlessly you can complete the daily mundane tasks.
This is where our suite of 1 Click Productivity Apps comes in!
The speciality of these solutions is that just one click is required to get your job done.
Interesting, isn’t it?
Now let’s explore these apps some more.
In this suite of 1 Click productivity apps, Click2Clone is your go-to app for smartly managing your work. Less hard work and more smart work is what Click2Clone stands for. No more repetitive data entry and hard manual labour. With Click2Clone all you need is just one click and your job is done. Be it cloning single Dynamics 365 CRM record or multiple records, creating multiple copies of any record or cloning from one entity record to another entity record – Click2Clone does it all with just a click.
Why Click2Clone is the Preferred App for Dynamics 365 CRM users?
Click2Clone helps you to clone both OOB as well as Custom Entities like Quote, Order, Invoice, etc.
You can easily configure the templates and use it for cloning. You will also have the ability to choose the fields and relationships to be copied over.
You can carry over related records from 1:N and N:N relationships with the help of Click2Clone.
With the help of workflow you can easily clone the records and do the needful updates in the cloned record.
Copy Bulk Records
In a single instance you can clone multiple records easily thereby saving your time and effort.
Copy from one entity to another entity record
The details from one entity record to another entity record along with child records can be easily copied with just one click.
You can easily copy relationships from Source to Target record of the same entity for existing records.
The next 1 Click solution is Click2Export which will help you to extract information from Dynamics 365 CRM in different formats – PDF, Word, Excel, CSV and TIFF – with just a single click. The exported Reports/CRM Views/Word/Excel templates can be further attached as a note, emailed as attachments, uploaded to SharePoint or downloaded for offline consumption. And all of this is possible with just a single click! Yet another smart way to do work.
Why Dynamics 365 CRM users prefer Click2Export to Export data?
Supports Multiple File Formats
You can export Dynamics 365 CRM reports in PDF, MS Excel, MS Word, CSV, and TIFF format. Here, Word Templates can be exported to PDF or MS Word format and Excel Templates can be exported to Excel format.
You can automatically attach the exported report to an email and send it to the required user with the help of Auto Send Email option thereby improving your productivity.
Store as attachments
The exported report can be attached as a Note to respective Dynamics 365 CRM record, uploaded to SharePoint or downloaded.
You can easily configure the reports, filter criteria and parameters for exporting in Click2Export.
Export in Bulk
With Click2Clone you can export the report as per each record, or in assembly with ease. It provides support for bulk exporting of reports for multiple records simultaneously.
Workflow for Automation
You can automate the process of exporting Dynamics 365 Reports/Word Templates with required action to be performed on the selected record using Workflow.
You can set schedule to export and email Reports/CRM Views/Word/Excel Templates as attachments at regular intervals.
The latest addition to our suite of 1 Click productivity apps, Click2Undo is your go-to app to undo changes and restore Dynamics 365 CRM record to its last known state. In short, you can have your own ‘crtl+z’ button for Dynamics 365 CRM. Just one click and you can easily undo last changes, changes made in the past for single or multiple records at one go. With Click2Undo you no longer have to worry about making mistakes or feeding incorrect data. Just one click and all the mistakes will be undone and data will be restored to its former state.
Why Click2Undo is a must have for Dynamics 365 CRM users?
Support for Entities
Click2Undo supports both OOB as well as Custom Entities.
Undo Last Changes
You have the ability to undo last changes done to a Dynamics 365 CRM record and restore it to its former state with just a click on Click2Undo button.
Undo Past Changes
With just a click you can easily undo changes made in the past and restore the data using History functionality of Click2Undo.
Undo Changes in Multiple Records
You will have the ability to undo changes and restore data in multiple records at one go.
And all these 1 Click solutions are just a click away.
For a personal demo, feel free to contact us at firstname.lastname@example.org
Until then – Stay Safe, Stay Healthy!